OUR TEAM

* indicates shareholder

MANAGEMENT COMMITTEE

DAVID C. FULTON, JR., CFA*

PRESIDENT and CEO

Carl J. Tippit, CFA*

Senior Managing Director

Gregory P. Althans, CPA/PFS, CFP®*

Senior Managing Director and Chief Wealth Strategist

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Charles B. Burkhart, Jr.*

External Board Member

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Jennifer Coleman*

External Board Member

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Marilyn Eisele*

External Board Member

EXECUTIVE LEADERSHIP

BRADLEY E. TURNER*

HEAD OF INVESTMENTS & ADMINISTRATION

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Kathleen Thompson*

Chief Financial Officer

Bradley D. Knapp, CFA, CAIA*

Senior Managing Director and Head of the Private Client Group

Michael J. Moss, CFP®*

Senior Managing Director and Head of Client Services

Michael P. Shebak III*

Senior Managing Director and Head of Institutional Consulting

Research

Bradley E. Turner*

HEAD OF INVESTMENTS & ADMINISTRATION

Thomas M. Seay*

Managing Director, Research

Joseph D. Boushelle, CFA, CAIA*

Managing Director, Research

Anna J. Rathbun, CFA, CAIA*

Director, Research

Daniel Meges

Senior Analyst, RESEARCH

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Joe Nitting, CFA

Analyst, Research

Erin D. H. Gray

Research Associate

INSTITUTIONAL CONSULTING GROUP

Michael P. Shebak III*

Senior Managing Director and Head of Institutional Consulting

Adam J. Blake, AIF®*

Senior Managing Director

Anthony M. Saracusa, CIMA®*

Senior Managing Director

Brian K. Hrabak, CFA*

Senior Managing Director

Douglas J. Lukcso*

Managing Director

Grant B. Guyuron, CFA*

Senior Managing Director

Sarah E. Parker, AIF*

Senior Managing Director

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Lawrence M. Carone, CFA

Managing Director

John F. Colla, CFA

MANAGING DIRECTOR

John D. Evans

Managing Director

Brian T. Wunderle

Associate

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Joe Adams

Associate

Monica A. Fletcher

Associate, Marketing

Karen T. Buckley

Institutional Coordinator

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Luz Caraballo

Administrative Assistant

PRIVATE CLIENT GROUP

Bradley D. Knapp, CFA, CAIA*

Senior Managing Director and Head of the Private Client Group

Carl J. Tippit, CFA*

Senior Managing Director

Michael J. Moss, CFP®*

Senior Managing Director and Head of Client Services

Anthony G. Micheli, CPA*

Senior Managing Director

Gregory P. Althans, CPA/PFS, CFP®*

Senior Managing Director & Chief Wealth Strategist

JAMES D. AWAD

Senior Managing Director

James R. Pruce, CFP®, CPA*

Senior Managing Director

John Marino, CFP®, CPA*

Senior Managing Director

Michael S. Dearden, ATP®*

Senior Managing Director

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Satricia A. Rice, JD, CFA, CIMA®*

Senior Managing Director

Tracy A. Jemison, II*

Senior Managing Director

David P. Miller, CFP®, CPA

Managing Director

Gregory Q. Lonczak, CFP®*

Managing Director

Teresa A. LaCorte, CPA*

Managing Director, Tax

David A. McClearn, CFA*

Director of Portfolio Management

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Jonathan A. Watts, CPA

Director

Maureen Leneghan, CPA, CFP®*

Director of Financial Planning

Theodore J. Robbins, CPA , CFP®*

Director, Private Client Group

Emily C. Hajec

Senior Associate

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Grant W. Deprey, CPA

Senior Associate

Linda M. Bubar, EA

Senior Associate

Lisa M. Chavez, CPA

Senior Associate

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Andrew Burger

Portfolio Manager

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Caroline Lyu

Portfolio Manager

Nancy Gallagher

Portfolio Manager

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Adam Felten

Associate Portfolio Manager

A.J. Volpe

Planning Associate

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Corwin Sorley

Planning Associate

Jack W. Dunn

Planning Associate

James T. Thomas, CPA

Planning Associate

Joseph Baranek

Planning Associate

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Kiana Woodgett

Planning Associate

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Allison E. Schaefer

Client Service Associate

Kimberly A. Herbst

Client Service Associate

Kimberly D. Trnavsky

Client Service Associate

Linda G. Bates

CLIENT SERVICE ASSOCIATE

Peggy E. Shalala

Client Service Associate

Susan A. Svenson

Client Service Associate

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Rashauna Johnson

Administrative Assistant

Administration

Steven F. Wolken*

Chief Compliance Officer

Dennis M. Kasper*

Managing Director, Information Technology

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Jane F. Battes, SPHR*

Managing Director, Human Resources

Amber N. Franklin

Business Analyst

Bonny L. Constantino

Accounting & Compliance Associate

Jennifer D. Lucas

Associate, Administration

Devra G. Woodard

Receptionist

REPORTING AND OPERATIONS

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Bianca L. Friscan*

Managing Director, Reporting & Operations

Maureen A. Berthelot

Database Coordinator

Sarah R. Frish

Institutional Operations Associate

Mitchel H. Green

Senior Operations Associate

Cristina T. Popoiu

Performance Analyst

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Claudia N. Colon

Performance Analyst

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Konstantin Goldberg

Performance Analyst

Sandra J. Wallenhorst

Associate

Susan E. Witalis

Trader

Find Your Clarity

We bring our clients objective financial leadership through our fee-only advisory model, which enables us to remain objective. We do not offer proprietary products and take no commissions from product sales: our only source of revenue is fees we receive for financial advice. True to our founding principles, we do the hard work: the day-to-day investment management integrated with organizational priorities and family aspirations.

Clearstead is an institutional and private client advisory firm that is relentless in providing solutions so our clients can exceed their aspirations and build stronger legacies for their families, their communities, and themselves.

LEGAL STATEMENT

PRIVACY POLICY

CONTACT US

1100 Superior Avenue East
Suite 700 | Cleveland, Ohio 44114
216-621-1090

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